Morgan Stanley Portfolio holdings
Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.2B |
| 2 |
iShares Russell 2000 ETF
IWM
|
$1.63B |
| 3 |
Snowflake
SNOW
|
$1.44B |
| 4 |
Shopify
SHOP
|
$1.3B |
| 5 |
Royalty Pharma
RPRX
|
$1.06B |
Top Sells
| 1 |
Amazon
AMZN
|
$2.04B |
| 2 |
PARA
Paramount Global Class B
PARA
|
$1.68B |
| 3 |
Meta Platforms (Facebook)
META
|
$1.39B |
| 4 |
Vipshop
VIPS
|
$1.11B |
| 5 |
Apple
AAPL
|
$973M |
Sector Composition
| 1 | Technology | 18.6% |
| 2 | Healthcare | 9.66% |
| 3 | Financials | 8.93% |
| 4 | Consumer Discretionary | 8.92% |
| 5 | Communication Services | 8.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
ASML
ASML
$292B
| $832M | 0.12% |
1,347,174
+911,709
| +209% | +$563M |
|
177
Goldman Sachs
GS
$226B
| $823M | 0.12% |
2,517,025
+34,533
| +1% | +$11.3M |
|
178
Coupang
CPNG
$52.1B
| $818M | 0.12% |
+16,573,913
| New | +$818M |
|
179
Emerson Electric
EMR
$74.3B
| $814M | 0.12% |
9,020,582
+374,487
| +4% | +$33.8M |
|
180
Illumina
ILMN
$15.8B
| $810M | 0.12% |
2,110,175
-751,040
| -26% | -$288M |
|
181
American Tower
AMT
$95.5B
| $806M | 0.12% |
3,372,573
-821,755
| -20% | -$196M |
|
182
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $789M | 0.12% |
6,760,547
-1,089,847
| -14% | -$127M |
|
183
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
| $785M | 0.12% |
9,100,970
+322,960
| +4% | +$27.9M |
|
184
Stryker
SYK
$150B
| $785M | 0.12% |
3,220,919
+216,709
| +7% | +$52.8M |
|
185
Oracle
ORCL
$635B
| $781M | 0.11% |
11,134,452
+755,333
| +7% | +$53M |
|
186
iShares Gold Trust
IAU
$50.6B
| $774M | 0.11% |
47,578,258
-3,082,600
| -6% | -$50.1M |
|
187
Pinduoduo
PDD
$171B
| $758M | 0.11% |
5,663,032
+3,287,647
| +138% | +$440M |
|
188
Advanced Micro Devices
AMD
$264B
| $755M | 0.11% |
9,616,575
+6,087,939
| +173% | +$478M |
|
189
10x Genomics
TXG
$1.74B
| $749M | 0.11% |
4,136,066
-2,570,353
| -38% | -$465M |
|
190
Ally Financial
ALLY
$12.6B
| $744M | 0.11% |
16,467,130
+6,310,150
| +62% | +$285M |
|
191
Vanguard Small-Cap Value ETF
VBR
$31.4B
| $742M | 0.11% |
4,483,002
+363,302
| +9% | +$60.2M |
|
192
Vanguard Information Technology ETF
VGT
$99.7B
| $736M | 0.11% |
2,053,321
+25,486
| +1% | +$9.14M |
|
193
MongoDB
MDB
$25.7B
| $719M | 0.11% |
2,689,624
+97,234
| +4% | +$26M |
|
194
Energy Select Sector SPDR Fund
XLE
$27.6B
| $714M | 0.1% |
14,556,665
+3,105,669
| +27% | +$152M |
|
195
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
| $714M | 0.1% |
13,051,034
+1,479,102
| +13% | +$80.9M |
|
196
Vanguard High Dividend Yield ETF
VYM
$64B
| $711M | 0.1% |
7,033,001
+371,073
| +6% | +$37.5M |
|
197
Mondelez International
MDLZ
$79.5B
| $709M | 0.1% |
12,118,714
+148,710
| +1% | +$8.7M |
|
198
MetLife
MET
$54.1B
| $692M | 0.1% |
11,383,061
+2,276,706
| +25% | +$138M |
|
199
iShares Core Dividend Growth ETF
DGRO
$33.7B
| $680M | 0.1% |
14,085,083
+886,293
| +7% | +$42.8M |
|
200
Guardant Health
GH
$8.41B
| $676M | 0.1% |
4,425,636
-514,248
| -10% | -$78.5M |
|